Image of CEO John Killick

JOHN KILLICK

Chairman | Director|AFA, CFP(CM)

The noblest work I can do in this world is to advise people about how they can secure their financial futures.

Phone: (04) 939 4078
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SALLY KILLICK

DIRECTOR|AFA, CFP(CM)

I help clients to plan for life without work. Whether a planned retirement or an unplanned illness or accident. Providing financial security and peace of mind.

Phone: (04) 939 4078
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WARWICK WALKER

DIRECTOR|AFA, CFP(CM)

I help my clients design and align their personal and business plans to achieve their desired outcomes via appropriate strategies.

Phone: (027) 241 7729|(04) 918 4649
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STEVE BAKER

DIRECTOR|AFA

If we improve NZ’s financial literacy, we will be able to make smarter financial decisions, enabling financial freedom, less stress & more time with loved ones.

Phone: (027) 446 3900|(04) 918 4641
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DEAN BLAIR

DIRECTOR|AFA

Working alongside my clients to assist them to become financially fit. Together we create a game plan for your financial future.

Phone: (027) 451 7182 |049316237
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THIVAKAR PUSHPARAJ

REGISTERED FINANCIAL ADVISER

I help my clients push start their financial future. Together we create and implement a plan that allows them to reach their goals in life.

Phone: (021) 348 701|(04) 931 6234
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STEPHAN JAGERS

REGISTERED FINANCIAL ADVISER

I’m motivated helping my clients achieve dreams via planning their way through life’s turbulence to reach their desired outcomes.

Phone: (021) 633 885|(04) 918 4646
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IAN OWEN

REGISTERED FINANCIAL ADVISER

I specialise in working with Young Professionals who are interested in wealth creation. I work with my clients and educate them to reach their financial goals.

Phone: (022) 434 2156|(04) 931 6232
Kathy

Kathy Almencion

Registered Financial Adviser

Based in Hastings, I am dedicated to teaching Filipinos financial literacy.

Phone: 021 066 2183
Cherry

Cherry Morales

REGISTERED FINANCIAL ADVISER

I believe I have a huge role to play in Auckland in helping my fellow Filipinos in regards to financial planning.

Phone: 022 318 6568